Greenhaven Associates as of Sept. 30, 2024
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 24 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lennar Corporation - A Common (LEN) | 20.0 | $1.7B | 9.1M | 187.48 | |
| General Motors Common | 12.5 | $1.1B | 24M | 44.84 | |
| Citigroup Common (C) | 12.4 | $1.1B | 17M | 62.60 | |
| CRH Common (CRH) | 12.1 | $1.0B | 11M | 92.74 | |
| Toll Brothers Common (TOL) | 10.0 | $856M | 5.5M | 154.49 | |
| PulteGroup Common (PHM) | 9.4 | $803M | 5.6M | 143.53 | |
| D R Horton Common (DHI) | 8.2 | $700M | 3.7M | 190.77 | |
| Oshkosh Corp Common (OSK) | 3.0 | $254M | 2.5M | 100.21 | |
| Arrow Electronics Common (ARW) | 2.9 | $250M | 1.9M | 132.83 | |
| Avnet Common (AVT) | 2.5 | $213M | 3.9M | 54.31 | |
| Lear Corporation Common (LEA) | 2.3 | $199M | 1.8M | 109.15 | |
| Meritage Homes Corp Common (MTH) | 1.8 | $153M | 744k | 205.07 | |
| Terex Corp Common (TEX) | 0.9 | $79M | 1.5M | 52.91 | |
| Lennar Corporation - B Common (LEN.B) | 0.7 | $63M | 364k | 172.94 | |
| Genpact Common (G) | 0.6 | $49M | 1.2M | 39.21 | |
| Nov Common (NOV) | 0.4 | $33M | 2.0M | 15.97 | |
| Goldman Sachs Common (GS) | 0.1 | $4.5M | 9.0k | 495.11 | |
| International Paper Common (IP) | 0.0 | $1.7M | 35k | 48.85 | |
| Agilent Technologies Common (A) | 0.0 | $1.6M | 11k | 148.48 | |
| Charles Schwab Corporation Common (SCHW) | 0.0 | $1.3M | 20k | 64.81 | |
| J P Morgan Chase Common (JPM) | 0.0 | $1.1M | 5.0k | 210.86 | |
| Morgan Stanley Common (MS) | 0.0 | $1.0M | 10k | 104.24 | |
| Union Pacific Corp Common (UNP) | 0.0 | $501k | 2.0k | 246.48 | |
| Berkshire Hathaway Inc. Class B Common (BRK.B) | 0.0 | $461k | 1.0k | 460.26 |
